Discover 7 areas of essential information you need to know about your client to deliver tax consultancy and help them achieve their real-life number.
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“I’ve recently downloaded the Discovery Form to gather information from my clients, and it feels GREAT – I feel like a special accountant asking questions like these!”
Karen Kennedy,
Kennedy Accountancy
Ready to get serious about tax consultancy?
Many business owners fail to connect the work being done by the business to their real-life goals.
Clients need to understand how tax advice & consultancy can help them achieve their real-life number tax efficiently.
Discover the seven areas of essential information you need to know about your clients to deliver tax consultancy.
Help clients determine their real-life number and achieve their real-life goals quicker and tax efficiently.
With a Diagnostax subscription, access the complete Discovery toolkit, with all the resources you need to reach out, and help clients achieve their real-life number, better, faster, stronger and tax efficiently.
Find out more about the Diagnostax subscription and how we can help you setup a sustainable tax consultancy and advice service for your clients.
